Equisoft/connect vs Maximizer

Join the more than 12,000 advisors who use Equisoft/connect to easily create awesome client experiences without ever having to turn on their computers. It’s the perfect solution for advisors who need to manage their practice, organize their day and respond to their clients anywhere, anytime. The CRM is specifically designed for financial advisors, so you have the all functionality you need at your fingertips. It frees you from your desk and gets you out of the office with complete access to your clients’ investment, insurance and personal information—plus great CRM features like comprehensive communication abilities, and tools that allow you to take meeting notes and manage activities so that nothing slips through the cracks. Equisoft/connect enables you to: • Serve more clients, more easily and more effectively, by accessing the information you need without having to power up your computer • Stay in touch with clients whenever you need by locating contacts, making calls, and sending emails from within the CRM • Save time by accessing your client’s insurance, investment and personal information from within the app • Achieve and maintain compliance by taking meeting notes and booking activities that are linked to each client’s contact record • Manage your practice while you’re on the go by accessing segmentation information, creating new contacts, and searching, viewing and editing contact information Equisoft/connect gives you quick access to your client and contact info when you need it, no matter where you are.

Access your customer data from anywhere using your phone or tablet with the Maximizer mobile app. Manage your schedule, update your pipeline, and connect with customers while on the go! Stay Engaged – Call, text, email, or WhatsApp your clients and log those interactions to keep your most recent activities at your fingertips. Close More Business – Manage your leads, customers, contacts, and opportunities so your pipeline is always up to date. Keep Track of Your Schedule – Use the calendar to stay punctual and organized with your appointments and meetings. Your Favorite Lists – Access to your saved search catalogs from the desktop app are available in all modules to find what you need quickly. Install the Maximizer app on your phone or tablet today! Note: - On-premise customers must be using Maximizer 2020 or above to use this app.